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into equities. it's very interesting. look at the 1,000 and 2,000, large and small cap space, but also defensive versus dynamic, the rally we've seen has been very strong. it's had this very defensive tam boar tambor. it's like this sub tub city -- city constitution effect. global economics, look at the u.s. first. name by name basis. emerging markets. i would think global bonds. longer term investors, commodities from a valuations perspective look attractive. >> commodities? gold? >> not necessarily gold. >> oil? >> dr. copper. the valuations are beginning to pull in a little bit if you've got three to five years which maybe a lot f of people don't have. if you're a longer investor like your clients. just rebalance into that. take a multiasset approach. >> greg, i don't know if you asked those investors who are risk averse that you had in your survey, but where are they putting their money if they're not in the stock market? they're getting nothing from fixed income right now. >> yet they're content with that, it seems. it's cash. it's bonds. this is what concerns me, bill. this is going to req
, but these deflationary pressures have been in play since the end of january when commodities started falling, defensive sectors started leading. you get the sense that something's happening, you get the feeling that something's about to hurt and then the spasm happens. when you have deflationary junctures, which is what every part of the market place is seeing is happening right now, that $85 billion a month is not enough from the fed -- >> you're making reference to how much they're buying every month when it comes to securities out? >> correct. >> peter anderson, bank of america may have set the tone this morning with that disappointing earnings report, yes? >> y >> yes, it was. and that's symptomatic of the -- >> peter, hang on one second. we'll have to do this for the next couple of hours as more news continues to break. let's go to sue herrera with the latest. what do you have, sue? >> bill, our team on the ground in boston is reporting to us that the federal courthouse in boston is now being evacuated. you're looking at a live picture right now of people leaving that courthouse. we don't know why
over and they're playing defense to prevent against a double-dip recession. >> and the economic numbers are not that great right now, so how do you justify investing in the market knowing, you say market goes up in a slow economy, but what if they're exceeding earnings growth expectations? >> also, when earnings are slower, the market does better. when they grow really fast on an overall basis, that's another time when the market discounts and turns down. so we're in a sweet spot right now for the market. >> one more question to matt cheslock before we let you go. what you expect this last hour here, especially since we have three big earnings reports coming out after the bell tonight. >> is there more than one? i thought it was just apple, actually. >> yes, there is apple, but you also have at&t and yum! brands as well. >> i think we'll focus on europe. the whisper numbers for apple have gotten maybe out of control, but the market has taken so much out of it already, it's poised for upside, i think. >> the expectations are for $10.01 from an apple, but whispernumber.com says it could b
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